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Disclosery

Adams Wealth Management: VOO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adams Wealth Management on VOO, newest first. How the timeline and the estimate are built.

Adams Wealth Management held 17,138 VOO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,138 shares
    Change vs previous 13F +1,243 shares

    2.25% of the 13F portfolio, value $11,770,693.

    13F-HR 0001803084-26-000007 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,895 shares
    Change vs previous 13F -284 shares

    2.09% of the 13F portfolio, value $9,498,057.

    13F-HR 0001803084-26-000003 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,179 shares
    Change vs previous 13F -96 shares

    2.16% of the 13F portfolio, value $10,146,336.

    13F-HR 0001803084-26-000001 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,275 shares
    Change vs previous 13F -4,031 shares

    2.14% of the 13F portfolio, value $9,966,484.

    13F-HR 0001803084-25-000010 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 20,306 shares
    Change vs previous 13F +263 shares

    2.2% of the 13F portfolio, value $11,534,171.

    13F-HR 0001803084-25-000009 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,043 shares
    Change vs previous 13F -1,701 shares

    2.02% of the 13F portfolio, value $10,300,076.

    13F-HR 0001803084-25-000004 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,744 shares
    Change vs previous 13F +1,461 shares

    2.24% of the 13F portfolio, value $11,715,690.

    13F-HR 0001803084-25-000001 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,283 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $10,702,545.

    13F-HR 0001803084-24-000007 filed by Adams Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).